NW
Naviter Wealth’s iShares MSCI ACWI ETF ACWI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $35.5M | Buy |
276,103
+121,562
| +79% | +$15.6M | 4.37% | 3 |
|
|
2025
Q1 | $18M | Sell |
154,541
-4,023
| -3% | -$468K | 2.18% | 8 |
|
|
2024
Q4 | $18.6M | Buy |
158,564
+103,962
| +190% | +$12.2M | 2.25% | 7 |
|
|
2024
Q3 | $6.53M | Sell |
54,602
-6,817
| -11% | -$815K | 0.91% | 23 |
|
|
2024
Q2 | $6.9M | Sell |
61,419
-8,288
| -12% | -$932K | 1.03% | 20 |
|
|
2024
Q1 | $7.68M | Sell |
69,707
-87,447
| -56% | -$9.63M | 1.26% | 15 |
|
|
2023
Q4 | $16M | Buy |
157,154
+130,257
| +484% | +$13.3M | 3.22% | 4 |
|
|
2023
Q3 | $2.48M | Sell |
26,897
-557
| -2% | -$51.5K | 0.6% | 37 |
|
|
2023
Q2 | $2.63M | Buy |
27,454
+4,049
| +17% | +$388K | 0.67% | 31 |
|
|
2023
Q1 | $2.13M | Sell |
23,405
-69,420
| -75% | -$6.33M | 0.75% | 26 |
|
|
2022
Q4 | $8.39M | Buy |
92,825
+85,654
| +1,194% | +$7.74M | 2.3% | 10 |
|
|
2022
Q3 | $558K | Buy |
+7,171
| New | +$558K | 0.23% | 111 |
|